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Take Control
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Take Control



Grow your practice with YBM

Grow your practice with YBM



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  • Your Business Matters, Inc. gives you a streamlined and seamless way to take control of solving your client’s financial problems, without sending them somewhere else.

Take Control Take Control Presentation Transcript

  • Take Control
  • The tax preparation business isn’t what it used to be. Trying to utilize modern technology while integrating all of our clients’ financial needs has significantly complicated our job.
  • Our clients expect us to help them with all of it.
    In fact:
    84% polled want you to help them with their will/trust.
    68% polled want you to solve their insurance needs.
    83% polled want your help with their 401k and mortgage.
  • Our clients count on us to know more, offer more, and do more. If you don’t, others will try to take advantage of your clients.
    Your clients need protection from…
    High priced attorneys over charging and under performing.
    Greedy insurance agents.
    Unscrupulous investment and RE loan salespeople.
  • Protect your practice while protecting your clients by offering the right solutions, tools, and technology.
    All of this can be accessed in one place to service your clients and add value to your business.
  • Your Business Matters, Inc. was created by accountants for accountants to help accountants better serve their clients’ needs.
    Your Practice
  • For Issues That Don’t Require
    The High Price Of An Attorney
  • Proud to provide professional, affordable legal document preparation services.
    • Revocable Living Trusts / Wills
    • Incorporations and Entity formations
    • Powers of Attorney
    • Bankruptcy
    • Divorce/Legal Separation
    And more…
  • Why It Works
    How It Works
    • Cost Effective – Documents are prepared by qualified professionals for a fraction of the price.
    • Quality – The end product is finished with a higher degree of confidence and accuracy than any current online solution.
    • Speed – Documents are returned to you within 7 to 10 business days.
    • First we train you.
    • You interview your client, complete Needs Worksheet and submit to YLM.
    • YLM’s Staff prepares appropriate legal documents ready for signature and action.
    • You get paid.
  • Your Protection Solution
    • You are already a part of your clients’ life, so help them protect it.
    • As an Affiliate Planner, you can help your clients with homeowners, auto, health and life insurance.
    • These are services they already need and currently pay for. Now they can receive it from someone they already trust – YOU.
  • Why It Works
    How It Works
    • Your clients get all their
    insurance needs handled
    from the professional they
    trust – YOU.
    • Access to the most
    competitive insurance
    products on the market.
    • Ongoing residual income.
    • First we train you.
    • You complete the Needs
    Worksheet and submit to a
    California Licensed Insurance
    Broker at YIM.
    • YIM prepares insurance
    solutions ready for client
    • Client applies for coverage.
    • You get paid.
  • More is Better
  • Your clients are looking for answers.
    They work hard to build their financial future but, they need guidance when it comes to:
    • Retirement planning
    • Education planning
    • Mortgage disposition
    • Asset management
    Most importantly, they need someone who has their best interests in mind – YOU.
  • Why It Works
    How It Works
    • First we train you.
    • You complete the Needs Worksheet with your client to identify their specific financial needs.
    • Submit the Worksheet to YSM’s Certified Financial Planner, YSM prepares financial solutions ready for client approval.
    • Client completes requisite action plan.
    • You get paid.
    • Maximize your client’s return, while minimizing risk according to theirrisk profile.
    • Speed your client’s progress to financial independence.
    • Ongoing residual income.
  • Created by accountants for accountants.
    YBM solves operational problems:
    • Automated tax appointment calendar
    • Appointment reminder notes
    • Office directions, “what to bring” lists
    YBM enhances clients services:
    • Annual personal balance sheet
    • Annual personalized tax plan
    YBM also provides you:
    • Marketing manual (building your business)
    • Human Resources manual (building your team)
    • Operations manual (building your systems)
  • Your Practice
  • Your clients expect it, you want to provide it-
    we can help.
    Call us today to find out how.